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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,833 | $166,242-24.3% | $165,071-23.8% | $145,884-13.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.55% | 100.44%-87.9pp | 70.17%-57.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $20,885 | $5,283+295.3% | $4,347+380.4% | $4,662+348.0% |
| Participant deferral / active EE | $12,200 | $6,964+75.2% | $6,035+102.2% | $6,690+82.4% |
| Admin fee / account holder | $1,147 | $16,658-93.1% | $12,695-91.0% | $13,392-91.4% |